Exam MB-240: Microsoft Dynamics 365 Field Service

Candidates who are Microsoft Dynamics 365 Customer Engagement, functional consultants, with Field Service expertise should take the MB-240 Microsoft Dynamics 365 For Field Service certification exam. The exam verifies a candidate’s ability to configure and deploy the Field Service application alongside the core customer service application.

Recommended Knowledge

The following technical tasks must be completed by candidates taking the Microsoft MB-240 Exam:

• Configure field service applications
• Manage work orders
• Manage field service mobility
• Schedule and dispatch work orders
• Manage inventory and purchasing
• Manage assets and agreements

Exam Details

• MB-240: Microsoft Dynamics 365 Field Service test consists of 40-60 multiple-choice and multi-response questions.
• The exam has a time limit of 120 minutes for candidates to finish it.
• To pass the exam, you must achieve a score of at least 700 points.
• The exam will set you back $165. Furthermore, the MB-240 Exam Questions are only available in English.

MB 240 Exam Schedule

The exam has been built to measure your ability to accomplish the following technical tasks: configure field service applications; manage work orders; schedule and dispatch work orders; manage field service mobility; manage inventory and purchasing, and manage assets and agreements.

Candidates can schedule the exam at Pearson VUE.

Check out the MB-240 Interview Questions to prepare for your interview.

Course Outline

The MB 240 Exam Topics covered are:

Configure field service applications (20-25%)

1.1 Define and configure core field service components

• Define and configure key required security roles (Microsoft Documentation: Set up field service users and security roles)
• Configure territories, postal codes, and organizational units (Microsoft Documentation: Territories for accounts, work orders, and scheduling, Set up postal codes and relate them to service territories (Field Service))
• Configure characteristics and proficiency models (Microsoft Documentation: Set up proficiency models (Project Service))
• Implement resource roles and categories (Microsoft Documentation: Set up bookable resources (Field Service))
• Enable conditional Field Service settings
• Enable Microsoft Teams Integration

1.2 Configure product and service pricing (Microsoft Documentation: Define Field Service products and services)

• Define required product and service types (Microsoft Documentation: Create products or services for work orders)
• Configure minimum charge amount and duration (Microsoft Documentation: Using price lists in Dynamics 365 Field Service)
• Determine how pricing rules affect the price that is applied to a product on a work order
• Associate products and services with price-lists

1.3 Configure bookable resources (Microsoft Documentation: Overview of bookable resources)

• Manage bookable resources (Microsoft Documentation: Define bookable resources, Set up bookable resources (Field Service))
• Configure geocoding (Microsoft Documentation: Turn on auto geocoding to calculate estimated travel time (Field Service))
• Define start and end locations for resources (Microsoft Documentation: Configure bookable resources in Dynamics 365 Field Service)
• Configure pay types and rates
• Configure working hours and working hour templates (Microsoft Documentation: Enhanced work hours calendar for resources)
• Manage time off requests
• Enable technician time tracking
• Configure certifications and insurances
• Configure facilities and equipment

1.4 Schedule multiple resources

• Determine the types of resources required
• Define Requirement groups and Requirement group templates
• Set up resource pools and crews
• Schedule and visualize multiple resources on the schedule board

1.5 Integrate other tools with Dynamics 365 Field Service

• Implement Dynamics 365 Remote Assist for use with Field Service
• Configure and use Dynamics 365 Remote Assist one-time call
• Use Dynamics 365 Guides with work orders

Manage work orders (20–25%)

2.1 Configure the work order lifecycle (Microsoft Documentation: Overview of the Field Service work order lifecycle)

• Configure work orders types and work order resolutions (Microsoft Documentation: Create work order types (Field Service), Prioritize your work orders (Field Service))
• Create booking status and work order status values (Microsoft Documentation: Create and define work orders)
• Configure uses and capabilities for billing accounts, service accounts, and functional locations (Microsoft Documentation: Set up agreements to automatically generate work orders and invoices)
• Configure billing and service accounts

2.2 Create and manage work orders

• Create a work order (Microsoft Documentation: Define incident and service task types)
• Add status and sub-status information to a work order (Microsoft Documentation: Work order life cycle and statuses)
• Associate a work order with a price list, Service Level Agreement, and entitlement (Microsoft Documentation: Using price lists in Dynamics 365 Field Service)
• Close a work order, including attaching a work order resolution
• Collaborate on work orders by using Microsoft Teams chat
• Manage work order costs based on not-to-exceed values
• Create a work order by using Copilot in Microsoft Outlook

2.3 Manage incidents

• Configure incident types and suggestions (Microsoft Documentation: Create work order templates with incident types)
• Assign requirement group templates to incident types
• Add service tasks to incidents (Microsoft Documentation: Create a work order to coordinate and schedule resources and activities)
• Add products and services to incidents

2.4 Create and manage agreements

• Determine when to use agreements
• Define and configure agreement preferences and settings
• Configure automatic generation of work orders
• Configure booking preferences
• Configure agreement invoicing
• Create entitlements for agreements

2.5 Manage inspections

• Create inspections
• Associate inspections with work orders and customer assets
• Create inspection templates
• Run reports on inspections
• Configure advanced options for inspections

Schedule and dispatch work orders (25-30%)

3.1 Manage scheduling options (Microsoft Documentation: Overview of scheduling capabilities)

• Schedule work orders using Schedule Board and Schedule Assistant (Microsoft Documentation: Design and use views with the Schedule Board)
• Determine when to use each scheduling option (Microsoft Documentation: Manage scheduling options in Dynamics 365 for Field Service)
• Configure fulfillment preferences
• Configure quick scheduling (“quick book“)
• Schedule a work order in the Field Service app for Outlook
• Configure resource requirements for multi-day scheduling

3.2 Implement the Schedule Board (Microsoft Documentation: Overview of the schedule board)

• Identify features and uses for Booking Requirements view (Microsoft Documentation: Configure the schedule board for resource availability)
• Implement the integrated map feature
• Manually schedule work orders
• Reassign and reschedule work orders
• Move incomplete work orders

3.3 Manage schedule boards

• Configure schedule boards, including customizing views
• Customize a schedule board
• Configure booking rules

3.4 Implement the Schedule Assistant

• Apply constraints to resource queries (Microsoft Documentation: ConstraintBasedGroup Entity Reference)
• Filter data (Microsoft Documentation: Configure schedule board filter queries)
• Troubleshoot the schedule assistant

3.5 Configure Universal Resource Scheduling

• Describe use cases for Universal Resource Scheduling (Microsoft Documentation: Resource Scheduling Optimization scenarios)
• Enable scheduling for a table
• Configure geocoding for a custom table
• Manage work hours calendar for requirements
• Describe booking timestamps, booking journals, and actuals

Manage the Field Service mobile app (5–10%)

4.1 Deliver work orders by using the mobile app

• Complete work orders, including tasks, booking statuses, follow-up work orders, signatures, images, and Field Service technician reports
• Service and maintain customer assets, including IoT devices
• Perform inspections, including adding ad hoc inspections
• Manage working offline
• Perform time entry
• Launch related apps, including Dynamics 365 Remote Assist and Guides

4.2 Set up the mobile app

• Configure security roles
• Customize the mobile app including forms, views, pages, and navigation
• Enable and configure location tracking and geofencing
• Configure offline profiles and synchronization features
• Configure push notification
• Configure barcode features
• Deploy the mobile app

Manage inventory and purchasing by using the built-in inventory management system (5–10%)

5.1 Manage inventory and warehouses

• Set up inventory and warehouses
• View product inventory
• Adjust inventory levels
• Transfer inventory between warehouses
• Manually update inventory by using inventory journals

5.2 Manage purchasing and product returns

• Create purchase orders
• Create a list of receivable products for a purchase order
• Determine product return options
• Create return merchandise authorizations
• Create return to vendor transactions
• Finalize returns

Manage Connected Field Service and customer assets (5–10%)

6.1 Implement Connected Field Service

• Identify use cases for Connected Field Service
• Register and associate IoT devices
• Configure security roles for Connected Field Service
• Manage devices

6.2 Configure customer assets

• Create and manage customer assets
• Configure products to enable automatic creation of customer assets
• Associate work orders with customer assets
• Create child assets
• Configure 3D asset models
• Define functional locations

Implement Microsoft Power Platform (5–10%)

7.1 Configure model-driven apps

• Create and configure forms
• Create and configure views
• Configure navigation

7.2 Create custom apps and automations

• Create task-specific canvas apps and custom pages
• Embed apps in Field Service
• Use custom Power Automate cloud flows to automate tasks and enhance Field Service

7.3 Configure Microsoft Power Pages

• Configure the Field Service customer experience portal
• Configure self-service scheduling
• Configure pre-built Power Automate flows
• Configure Track my technician settings

Exam Policies

Microsoft certifications are a popular and well-respected source of IT credentials. The company works really hard to help candidates derive positive outcomes by proving exam policies. These Microsoft certification exam policies are a compendium of exam details and information. It also includes before and after exam procedures. Potential candidates can also get an insight of exam retake policy, scoring policy, re-certification policies etc.

For More Queries Visit : MB-240 Microsoft Dynamics 365 Field Service

Microsoft MB-240 Preparation Resources

The MB-240 Study Guide to accelarate you preparation journey and help you ace the exam is as follows:

1. Microsoft Documentation

Candidates preparing for the Microsoft Certification MB-240 might be looking for some reliable documentation to foster their preparation process. No need to worry, Microsoft being a responsible vendor tries every possible thing to make your certification journey easy. For a matter of fact, there is nothing more generous that the place where the exam has stemmed from. Microsoft official site is full of documentation, so make sure you make a mandatory visit and find out what it has for you in store.

2. Instructor-led Training

Instructor-led training provided by Microsoft is all you need to gain the skills needed to become a Microsoft certified. These trainings are basically courses that take place online to help candidates prepare for the exam. Instructor-led training is monitored and headed by industry experts or professionals. Isn’t it a great opportunity to invest it? Well, our suggestion to you is to for these training courses as they are really helpful and informative.

3. Online Forums

The idea to enroll yourself in online forums can boost your preparation process. Online forums are considered as an ideal source to study from during exams. You will glad to know that Microsoft offers online forums where you can participate and raise any doubts or issues regarding exam preparation. The answer to all your doubts is just a click away which itself is great news. Candidates can select their support area or topic whichever they would like to explore.

4. Reference Books

Books are your oldest yet the most efficient source to study from. They are known to be very popular to create or form a strong base for your exam preparation. The market space is filled with books that can help candidates build that strong base and familiarity with the exam topics. Candidates can refer the following books to prepare for the Microsoft Exam MB-240:

• Exam MB-200 & MB-240: Dynamics 365 for Field Service Functional Consultant Associate 69 Test Prep Questions
• Latest Microsoft Dynamics 365 Field Service Exam MB-240 Questions and Answers

5. Practice Tests

The most important part of the preparation usually begins at the end of the preparation stage. Yes, we are talking about practice or mock tests. Candidates preparing for the exams are recommended to perform practice tests once they are done with the exam syllabus. The reason being, candidates after being exposed to every minute detail of the exam can go for the evaluation process. MB-240 Practice Tests help you find your core strengths and weak areas which gives you an upper hand at the time of the actual exam.

Get ready to Practice and Prepare for MB-240: Microsoft Dynamics 365 Field Service Exam